创建者模板 - 潜在客户资格认定与跟进 (Gemini)
高级
这是一个Lead Generation, AI Summarization领域的自动化工作流，包含 21 个节点。主要使用 If, Wait, Zoom, Gmail, Hubspot 等节点。 使用 Gemini、HubSpot、Zoom 和 Mailchimp 自动进行潜在客户资格认定与跟进
前置要求
- •Google 账号和 Gmail API 凭证
- •HubSpot API Key
- •HTTP Webhook 端点（n8n 会自动生成）
- •可能需要目标 API 的认证凭证
使用的节点 (21)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "30NPBKKx7NzBicRL",
"meta": {
"instanceId": "e3b5ec7ce45da1cf94ab74617cac8e11c65b8dc9b695307ba7dd3645ddba444a",
"templateCredsSetupCompleted": true
},
"name": "创建者模板 - 潜在客户资格认定与跟进 (Gemini)",
"tags": [],
"nodes": [
{
"id": "2c79aa92-b720-46fb-abac-093f2a7974dc",
"name": "WordPress 表单触发器",
"type": "n8n-nodes-base.webhook",
"notes": "Template: Lead Qualification & Follow‑up (Gemini)\nCaptures leads via webhook or form, qualifies with Gemini, and branches to qualified/not qualified paths with calls, scheduling, email, CRM, and Mailchimp.\n\nSetup:\n- Configure credentials: Google Gemini, Gmail, HubSpot, Zoom, Google Calendar, VAPI.\n- Set env vars: MAILCHIMP_LIST_ID_QUALIFIED, MAILCHIMP_LIST_ID_FOLLOWUP.\n- Enable either Webhook (wordpress-form) or Form Trigger.\n- Test with a form submission; adjust copy and delays as needed.",
"onError": "continueRegularOutput",
"position": [
-1408,
208
],
"webhookId": "1347831d-582b-46c0-b626-9e77e5ff748c",
"parameters": {
"path": "wordpress-form",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "dfbdbf23-7568-4ae3-8bfc-01d9c2ed50f2",
"name": "初始延迟",
"type": "n8n-nodes-base.wait",
"position": [
-1168,
208
],
"webhookId": "b333667a-fdba-456f-b5fb-f3fa3764e550",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "18a143b3-3505-439c-92f9-e0c59134b4c1",
"name": "AI 潜在客户资格认定",
"type": "@n8n/n8n-nodes-langchain.googleGemini",
"position": [
-1008,
208
],
"parameters": {
"modelId": "models/gemini-2.5-flash",
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "You are a lead qualification assistant. Based on the form submission, decide if the lead is QUALIFIED or NOT QUALIFIED. Output exactly one of: QUALIFIED or NOT QUALIFIED."
},
{
"content": "Name: {{$node['WordPress Form Trigger'].json.body.name || ''}}\nEmail: {{$node['WordPress Form Trigger'].json.body.email || ''}}\nMessage: {{$node['WordPress Form Trigger'].json.body.message || ''}}"
}
]
}
},
"credentials": {
"googlePalmApi": {
"id": "797UzFZyEiPT752g",
"name": "Google Gemini(PaLM) Api account"
}
},
"typeVersion": 1
},
{
"id": "bc86775e-b69e-40f1-b2fd-18f6b5e12d00",
"name": "潜在客户决策",
"type": "n8n-nodes-base.if",
"position": [
-720,
208
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "c56904a9-fc19-4003-8a3b-e5b6b15c48bb",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "04f43a7b-f901-4802-b37c-9d182f6d21a3",
"name": "合格潜在客户延迟",
"type": "n8n-nodes-base.wait",
"position": [
-512,
96
],
"webhookId": "a6dc6f04-a69c-4cd6-9685-9062cced6f34",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "89703af2-94c6-4d42-9718-82bff7137c5b",
"name": "VAPI AI 呼叫 - 合格",
"type": "n8n-nodes-base.httpRequest",
"position": [
-288,
96
],
"parameters": {
"url": "https://api.vapi.ai/call/phone",
"options": {
"timeout": 30000,
"response": {
"response": {
"responseFormat": "json"
}
}
},
"sendBody": true,
"sendHeaders": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{}
]
},
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "=Bearer {{ $credentials.vapiApi.token }}"
},
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "f78f3612-1a27-4d9b-b511-0bbe219adaf7",
"name": "呼叫后延迟",
"type": "n8n-nodes-base.wait",
"position": [
-64,
96
],
"webhookId": "1473cb63-148b-460c-a24c-d78ec01a711f",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "9e58a05c-2b29-4e6d-b541-a5811200fdff",
"name": "安排会议",
"type": "n8n-nodes-base.googleCalendar",
"position": [
160,
96
],
"parameters": {
"end": {
"dateTime": "={{ DateTime.now().plus({ days: 1, hours: 11 }).toISO() }}"
},
"start": {
"dateTime": "={{ DateTime.now().plus({ days: 1, hours: 10 }).toISO() }}"
},
"calendar": {
"__rl": true,
"mode": "list",
"value": "aj@iovista.com",
"cachedResultName": "aj@iovista.com"
},
"additionalFields": {}
},
"credentials": {
"googleCalendarOAuth2Api": {
"id": "hvX3IwNJ3y0M0GX0",
"name": "Google Calendar account"
}
},
"typeVersion": 1.3
},
{
"id": "86fcc9c5-ef3a-4f81-95ac-3b64670925ff",
"name": "创建 Zoom 会议",
"type": "n8n-nodes-base.zoom",
"position": [
384,
-16
],
"parameters": {
"topic": "=Sales Consultation - {{ $node['WordPress Form Trigger'].json.body.name }}",
"additionalFields": {}
},
"typeVersion": 1
},
{
"id": "a9c8ba7e-924c-440f-a0c4-e072c1735b09",
"name": "合格潜在客户营销活动",
"type": "n8n-nodes-base.mailchimp",
"notes": "Adds qualified lead to Mailchimp audience. Replace {{$env.MAILCHIMP_LIST_ID_QUALIFIED}} with your list ID.",
"position": [
608,
-16
],
"parameters": {
"list": "={{$env.MAILCHIMP_LIST_ID_QUALIFIED}}",
"email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
"status": "subscribed",
"options": {}
},
"typeVersion": 1
},
{
"id": "3bd32626-5402-4860-9dba-663c8b60c35a",
"name": "会议确认邮件",
"type": "n8n-nodes-base.gmail",
"position": [
816,
96
],
"webhookId": "7289b46f-c71d-49ef-9ed2-2386f2d51f0c",
"parameters": {
"sendTo": "aj@iovista.com",
"message": "=Hi {{ $node['WordPress Form Trigger'].json.body.name ? $node['WordPress Form Trigger'].json.body.name.split(' ')[0] : 'there' }},\n\nThank you for your interest in our services! After our initial conversation, I've scheduled a detailed consultation call to discuss how we can help you achieve your goals.\n\n📅 **Meeting Details:**\n• Date: {{ DateTime.fromISO($node['Schedule Meeting'].json.start.dateTime).toFormat('EEEE, MMMM dd, yyyy') }}\n• Time: {{ DateTime.fromISO($node['Schedule Meeting'].json.start.dateTime).toFormat('h:mm a ZZZZ') }}\n• Duration: 60 minutes\n\n🔗 **Join the meeting:**\n{{ $node['Create Zoom Meeting'].json.join_url }}\n\n**Meeting ID:** {{ $node['Create Zoom Meeting'].json.id }}\n**Passcode:** {{ $node['Create Zoom Meeting'].json.password }}\n\nI'm looking forward to our detailed conversation!\n\nBest regards,\nAJ\nWeb Developer\nioVista",
"options": {},
"subject": "=Your Sales Consultation is Scheduled - {{ DateTime.now().plus({ days: 1 }).toFormat('MMM dd') }}"
},
"credentials": {
"gmailOAuth2": {
"id": "2Bw6ij5dcuxMZehv",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "0b5b5445-391a-46ff-8f97-68066228d825",
"name": "更新 CRM - 合格",
"type": "n8n-nodes-base.hubspot",
"position": [
1040,
192
],
"parameters": {
"email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
"options": {},
"authentication": "oAuth2",
"additionalFields": {}
},
"typeVersion": 2.2
},
{
"id": "68ed4aac-6d87-4cb1-9224-a9f4b45196f3",
"name": "VAPI AI 呼叫 - 不合格",
"type": "n8n-nodes-base.httpRequest",
"position": [
-288,
336
],
"parameters": {
"url": "https://api.vapi.ai/call/phone",
"options": {
"timeout": 30000,
"response": {
"response": {
"responseFormat": "json"
}
}
},
"sendBody": true,
"sendHeaders": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{}
]
},
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "=Bearer {{ $credentials.vapiApi.token }}"
},
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "bb6d047d-132b-4fcb-ae5a-9d6fec22bdb3",
"name": "跟进营销活动",
"type": "n8n-nodes-base.mailchimp",
"notes": "Adds not-qualified lead to Mailchimp audience. Replace {{$env.MAILCHIMP_LIST_ID_FOLLOWUP}} with your list ID.",
"position": [
-48,
448
],
"parameters": {
"list": "={{$env.MAILCHIMP_LIST_ID_FOLLOWUP}}",
"email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
"status": "subscribed",
"options": {}
},
"typeVersion": 1
},
{
"id": "28dd177d-d322-448e-bb4b-5952ac2882b9",
"name": "跟进邮件",
"type": "n8n-nodes-base.gmail",
"position": [
144,
448
],
"webhookId": "d1d6f2ed-b96b-4619-9049-9c97fe6011ad",
"parameters": {
"message": "=Hi {{ $node['WordPress Form Trigger'].json.body.name ? $node['WordPress Form Trigger'].json.body.name.split(' ')[0] : 'there' }},\n\nThank you for taking the time to submit your information and for our recent conversation. While we may not be the perfect fit for your current needs, we appreciate your interest in our services.\n\nWe'll keep you updated with valuable content, industry insights, and new service offerings that might be helpful for your business in the future.\n\nIf your requirements change or you'd like to explore other ways we might be able to help, please don't hesitate to reach out.\n\nBest regards,\n[Your Name]\n[Company Name]\n\nP.S. Feel free to follow us on social media for regular updates and tips!",
"options": {},
"subject": "Thank you for your interest - Stay connected"
},
"typeVersion": 2.1
},
{
"id": "a5e20900-6d6b-4f97-af7d-b5946cc7a1c9",
"name": "更新 CRM - 不合格",
"type": "n8n-nodes-base.hubspot",
"position": [
384,
448
],
"parameters": {
"email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
"options": {},
"authentication": "oAuth2",
"additionalFields": {}
},
"typeVersion": 2.2
},
{
"id": "2207162d-03b8-4b62-8a07-3dcb2e16265a",
"name": "安排跟进日历",
"type": "n8n-nodes-base.googleCalendar",
"position": [
608,
528
],
"parameters": {
"end": {
"dateTime": "={{ DateTime.now().plus({ days: 30, hours: 14, minutes: 30 }).toISO() }}"
},
"start": {
"dateTime": "={{ DateTime.now().plus({ days: 30, hours: 14 }).toISO() }}"
},
"calendar": {
"__rl": true,
"mode": "list",
"value": ""
},
"additionalFields": {}
},
"typeVersion": 1.3
},
{
"id": "0898358a-02b7-4fd1-98fd-809946bd6670",
"name": "获取合格呼叫结果",
"type": "n8n-nodes-base.httpRequest",
"position": [
-64,
-48
],
"parameters": {
"url": "=https://api.vapi.ai/call/{{ $node['VAPI AI Call - Qualified'].json.id }}",
"options": {
"response": {
"response": {
"responseFormat": "json"
}
}
},
"sendHeaders": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "=Bearer {{ $credentials.vapiApi.token }}"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "bccd8b9d-9b42-40ab-a46f-5a22eaf1cb86",
"name": "获取跟进呼叫结果",
"type": "n8n-nodes-base.httpRequest",
"position": [
-64,
272
],
"parameters": {
"url": "=https://api.vapi.ai/call/{{ $node['VAPI AI Call - Not Qualified'].json.id }}",
"options": {
"response": {
"response": {
"responseFormat": "json"
}
}
},
"sendHeaders": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "=Bearer {{ $credentials.vapiApi.token }}"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "c39d5f9f-9d37-4d28-9c4e-9b17fecd7664",
"name": "表单提交时",
"type": "n8n-nodes-base.formTrigger",
"position": [
-1424,
400
],
"webhookId": "6c41fa84-7a98-47d2-a748-063e1ebb1816",
"parameters": {
"options": {},
"formTitle": "Contact us",
"formFields": {
"values": [
{
"fieldLabel": "Ajay"
},
{
"fieldLabel": "email"
},
{
"fieldLabel": "Phone Number"
}
]
}
},
"typeVersion": 2.3
},
{
"id": "f2e0b3a1-7c4a-4a9e-9c7a-1b8b6b7a4d11",
"name": "流程文档",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1728,
-384
],
"parameters": {
"height": 1760,
"content": "流程文档：潜在客户资格认定与跟进 (Gemini)"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "da82f9aa-149b-442d-bbea-8653d11d9ef3",
"connections": {
"Initial Delay": {
"main": [
[
{
"node": "AI Lead Qualification",
"type": "main",
"index": 0
}
]
]
},
"Lead Decision": {
"main": [
[
{
"node": "Qualified Lead Delay",
"type": "main",
"index": 0
}
],
[
{
"node": "VAPI AI Call - Not Qualified",
"type": "main",
"index": 0
}
]
]
},
"Follow-up Email": {
"main": [
[
{
"node": "Update CRM - Not Qualified",
"type": "main",
"index": 0
}
]
]
},
"Post-Call Delay": {
"main": [
[
{
"node": "Schedule Meeting",
"type": "main",
"index": 0
}
]
]
},
"Schedule Meeting": {
"main": [
[
{
"node": "Create Zoom Meeting",
"type": "main",
"index": 0
}
]
]
},
"Follow-up Campaign": {
"main": [
[
{
"node": "Follow-up Email",
"type": "main",
"index": 0
}
]
]
},
"On form submission": {
"main": [
[
{
"node": "Initial Delay",
"type": "main",
"index": 0
}
]
]
},
"Create Zoom Meeting": {
"main": [
[
{
"node": "Qualified Lead Campaign",
"type": "main",
"index": 0
}
]
]
},
"Qualified Lead Delay": {
"main": [
[
{
"node": "VAPI AI Call - Qualified",
"type": "main",
"index": 0
}
]
]
},
"AI Lead Qualification": {
"main": [
[
{
"node": "Lead Decision",
"type": "main",
"index": 0
}
]
]
},
"WordPress Form Trigger": {
"main": [
[
{
"node": "Initial Delay",
"type": "main",
"index": 0
}
]
]
},
"Qualified Lead Campaign": {
"main": [
[
{
"node": "Meeting Confirmation Email",
"type": "main",
"index": 0
}
]
]
},
"VAPI AI Call - Qualified": {
"main": [
[
{
"node": "Get Qualified Call Results",
"type": "main",
"index": 0
},
{
"node": "Post-Call Delay",
"type": "main",
"index": 0
}
]
]
},
"Meeting Confirmation Email": {
"main": [
[
{
"node": "Update CRM - Qualified",
"type": "main",
"index": 0
}
]
]
},
"Update CRM - Not Qualified": {
"main": [
[
{
"node": "Schedule Follow-up Calendar",
"type": "main",
"index": 0
}
]
]
},
"VAPI AI Call - Not Qualified": {
"main": [
[
{
"node": "Get Follow-up Call Results",
"type": "main",
"index": 0
},
{
"node": "Follow-up Campaign",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 潜在客户开发, AI 摘要总结
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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人力资源
工作流信息
难度等级
高级
节点数量21
分类2
节点类型12
作者
Ajay Yadav
@erplinkerERP Linker is a boutique integration consultancy specializing in end‑to‑end ERP, e‑commerce, and workflow automation, helping B2B organizations eliminate manual processes and scale with confidence. With deep expertise across NetSuite, Global Shop Solutions, MRPERP, and custom ERPs, ERP Linker connects storefronts like Shopify, BigCommerce, and WooCommerce with finance, fulfillment, and approvals to create a single source of operational truth.
外部链接
在 n8n.io 查看 →
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